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BPAS
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July Business Services
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DC Retirement Plan Administrator Michigan Pension & Actuarial Services, LLC
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Anchor 3(16) Fiduciary Solutions
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ESOP Administration Consultant Blue Ridge Associates
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Strongpoint Partners
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EPIC RPS
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Retirement Plan Consultants
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Combo Retirement Plan Administrator Strongpoint Partners
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Compass
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MVP Plan Administrators, Inc.
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Retirement Plan Administration Consultant Blue Ridge Associates
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Nova 401(k) Associates
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Managing Director - Operations, Benefits Daybright Financial
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Mergers & Acquisition Specialist Compass
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Financial Planning as an Advisory Firm Employee Benefit
Nerd's Eye View 
Dec. 1, 2017 "[I]ssues to consider for advisory firms that want to ... [offer] financial planning as an employee benefit to the employees of their own firm [include] ... [1] whether to provide such services internally or externally, [2] whether to let employees choose their own advisor, [3] the tax consequences to consider, and [4] why providing financial planning to employees can actually provide an Return On Investment as employees gain better perspective on how to improve the firm's client experience (by actually experiencing financial planning themselves!)." MORE >> |
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